SUPRIYA BATRA
Partner
Bel Air Investment Advisors
Supriya Batra, partner at Bel Air Investment Advisors since 2015, has demonstrated an unwavering dedication to client service in the wealth management field. Her journey in wealth management spans over two decades, serving previous roles at institutions like J.P. Morgan, Sterling Stamos and Goldman Sachs, before joining Bel Air. At Bel Air, Batra has made a profound impact advising high-net-worth individuals, families and foundations. Her experience in portfolio management, financial modeling and navigating tax and estate issues is particularly noteworthy.
Batra has excelled in the preservation of financial capital across generations while unlocking new avenues for growth and investment. Her consistent performance, especially in navigating volatile financial markets and challenging economic cycles, highlights her long-term strategic thinking and resilience. Batra has been an integral part of Bel Air’s growth over the past decade, culminating in the milestone of $10 billion in total firm AUM surpassed in 2023.